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Waller Financial Planning Group’s FedEx FDX Stock Holding History

Waller Financial Planning Group’s Portfolio FDX Stock Details FDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$218K Buy
696
+2
+0.3% +$727 0.04% 78
2026
Q1 		$247K Buy
694
+1
+0.1% +$347 0.05% 69
2025
Q4 		$200K Buy
+693
New +$182K 0.04% 75
2025
Q1 		– Sell
-828
Closed -$233K – 73
2024
Q4 		$233K Buy
+828
New +$231K 0.06% 65

Other funds holding FDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Waller Financial Planning Group's FDX Position: Q2 2026 in Review

Waller Financial Planning Group increased its FedEx (FDX) stake by 0.29% in Q2 2026, buying an estimated $727 and bringing the position to 696 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #78.

Waller Financial Planning Group first reported a position in FDX in Q4 2024 and has held it in 4 quarters since. The position peaked at $247K in Q1 2026. 1,196 funds tracked by Wall St. Rank hold FDX as of Q2 2026.

  • Waller Financial Planning Group held 696 shares of FedEx worth $218K as of Q2 2026.
  • Waller Financial Planning Group bought 2 FedEx shares in Q2 2026, an estimated $727.
  • FedEx made up 0.04% of Waller Financial Planning Group's portfolio in Q2 2026, its #78 holding.
  • Waller Financial Planning Group first reported a position in FedEx in Q4 2024 and has held it in 4 quarters since.
  • Waller Financial Planning Group's FedEx position peaked at $247K in Q1 2026.
  • 1,196 funds tracked by Wall St. Rank held FedEx as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.